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TransDigm Group
TDG

Overview Fund Activity

1,031 hedge funds and large institutions have $67.4B invested in TransDigm Group in 2024 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 427 increasing their positions, 324 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+14
Holders Change %
+1.38%
% of All Funds
13.72%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.55%
New
128
Increased
427
Reduced
324
Closed
101
Calls
$355M
Puts
$394M
Net Calls
-$39.4M
Net Calls Change
-$64.8M

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
+$400M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$262M
3
Principal Financial Group
Principal Financial Group
Iowa
+$235M
4
BlackRock
BlackRock
New York
+$211M
5
Morgan Stanley
Morgan Stanley
New York
+$207M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$147M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$136M
3
ZIG
Zurich Insurance Group
Switzerland
-$135M
4
AI
Advent International
Massachusetts
-$88.1M
5
Franklin Resources
Franklin Resources
California
-$84.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
826
Waldron Private Wealth
Pennsylvania
$236K +$2.54K +2 +1%
PI
827
PineBridge Investments
New York
$234K -$71K -56 -23%
SW
828
SVB Wealth
Massachusetts
$234K +$234K +185 New
LCM
829
Laurion Capital Management
New York
$233K +$233K +184 New
PB
830
Pinnacle Bancorp
Nebraska
$232K – – –
CWA
831
Canvas Wealth Advisors
Kansas
$232K +$17.7K +14 +8%
WANY
832
Wealthspire Advisors (New York)
New York
$228K +$45.7K +36 +25%
EH
833
Equitable Holdings
New York
$228K -$36.8K -29 -14%
RT
834
Rockland Trust
Massachusetts
$228K – – –
BBA
835
BLB&B Advisors
Pennsylvania
$228K +$228K +180 New
CIC
836
Chase Investment Counsel
Virginia
$228K – – –
WF
837
Welch & Forbes
Massachusetts
$224K +$224K +177 New
LFA
838
Legacy Financial Advisors
Kentucky
$224K -$8.87K -7 -4%
CFB
839
Cullen/Frost Bankers
Texas
$224K +$222K +175 +8,750%
SMC
840
Smith, Moore & Co
Missouri
$223K +$8.86K +7 +4%
FWA
841
FSM Wealth Advisors
Ohio
$222K +$7.94K +6 +4%
NRC
842
New Republic Capital
North Carolina
$222K -$5.07K -4 -2%
EGA
843
E&G Advisors
Texas
$222K – – –
CI
844
CX Institutional
Indiana
$222K +$11.4K +9 +5%
SIS
845
Sound Income Strategies
Florida
$222K +$222K +175 New
LRIA
846
Leonard Rickey Investment Advisors
Washington
$221K -$5.07K -4 -2%
VSQM
847
V-Square Quantitative Management
Illinois
$221K +$20.3K +16 +10%
PP
848
PDS Planning
Ohio
$219K +$1.27K +1 +0.6%
FIA
849
Foundations Investment Advisors
Arizona
$218K +$218K +172 New
AWA
850
Aaron Wealth Advisors
Illinois
$218K -$16.5K -13 -7%
32 33
34
35 36